Salesforce implementation best practices
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Transcript of Salesforce implementation best practices
It’s all about your mission.www.cloud4good.com
Tal FrankfurtFounder/[email protected]@Cloud4Good
Salesforce Implementation
Best Practices
Working with organizations to create and implement strategic solutions based on cloud technology.
Salesforce.com Google Apps
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Cloud for GoodCloud for Good
Cloud for GoodCloud for Good
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Technology Assessment
Cloud Implementation
Discovery . Design . Customization . Integration . Testing Data Migration . Training . Support
Sample ClientsSample Clients
5 Star Consulting5 Star Consulting
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Salesforce MVPSalesforce MVP
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“The Salesforce MVP program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions.”
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“I am not sure what we need, but we need it ready ASAPand we don’t have a budget for it yet. So how much will you charge us?”
Do Your HomeworkDo Your Homework
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Set Your Vision and GoalsSet Your Vision and Goals
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Set Your Vision and GoalsSet Your Vision and Goals
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Vision Examples:• “Build and maintain long-term relationships with
valuable donors by creating personalized experiences across all touch-points and by anticipating donor needs and providing customized offers.”
• “Donor loyalty is our highest priority.”
Share Your Needs and ExpectationsShare Your Needs and Expectations
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Pain Points Group PriorityDifficult to track programs'
graduates Education
3Unable to track volunteer
registrationAdministration
1Difficult to quantify why
donations are lostResource
Development
2
Share Your Needs and ExpectationsShare Your Needs and Expectations
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• Describe and clarify your organization’s (or each department’s) main goals for Salesforce
• Create use cases• Prioritize your goals• What new information needs to be tracked?• List the top five reports you worry about getting right• List the top five new reports you need to generate
Build Your TeamBuild Your Team
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Build Your TeamBuild Your Team
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• Executive Sponsor - Lends influence to the project by becoming the champion. Sets the organization's vision for the implementation.
Build Your TeamBuild Your Team
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• Project Owner - Guides the project to successful completion. Understands all business processes and maps them to the Salesforce CRM implementation.
• Database Hero - Gets the application up and running and manages it day to day - Tips.
• Power User – Serves as a liaison to the users to ensure that the
design/customization meets daily needs.
You Need a TimeframeYou Need a Timeframe
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Know Your BudgetKnow Your Budget
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Do You Need a Consultant?Do You Need a Consultant?
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Do You Need a Consultant?Do You Need a Consultant?
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“The quickest way to implement, customize, and extend the functionality of your Salesforce instance is to use a service or application partner from the AppExchange. ”
Take Baby StepsTake Baby Steps
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Technology should be adjusted to Technology should be adjusted to meet your needs and not vice versameet your needs and not vice versa
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Deliver Fast ResultsDeliver Fast Results
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Change is Never EasyChange is Never Easy
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Training is OngoingTraining is Ongoing
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[email protected]@cloud4good.com
@Cloud4Good@Cloud4Good
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